Coverly vs. Agency Portals

Your portal logins are costing you closes

Every carrier portal your producers log into is another minute the lead sits cold. Coverly replaces per-portal login fatigue with a single intake that returns multi-carrier rates in parallel — and surfaces the attribution, lead routing, and close-rate data your portal CRM was never built to give you.

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Feature	Coverly	Legacy Agency Portal
Multi-carrier rate shopping	✓ 5+ carriers, one intake	— Manual, per-carrier login
AI lead scoring (hot/warm/cold)	✓ Auto-tagged on submit	— No AI routing
Automated lead routing	✓ Tiered cadence fires instantly	— Manual producer handoff
Real-time carrier API integration	✓ AIG live + more	— Screen-scrape or manual entry
Attribution visibility (partner/source)	✓ contact_events log per embed	— No attribution layer
Producer close-rate reporting	✓ Quote → select → bind tracked	— Opaque portal reporting
Automated email nurture sequences	✓ Hot/warm/cold cadence	— Manual or none
Full event-log CRM	✓ contact_events per contact	— Policy-centric, no lead events

Where Coverly wins

Multi-carrier rate shopping without portal juggling. One intake returns 5+ carrier prices in parallel. No logging into NetRate, EzLynx, or a carrier extranet one by one while the lead goes cold on hold.
AI lead routing + hot/warm/cold cadences vs. manual handoff. Coverly scores every inbound lead the instant a quote is requested and fires the right nurture sequence automatically. Portal-based workflows still rely on a producer checking a queue and deciding who to call.
Attribution visibility your portal CRM can't surface. Every quote, selection, and carrier event is logged in contact_events with partner attribution and embed source. Your portal CRM tracks policies, not pipeline — there's no way to ask "which campaign produced this bound policy."

Where a legacy portal wins

Deep carrier integration for binding and endorsements. Carrier portals are built for the full policy lifecycle — binding, endorsements, renewals, and E&O-compliant workflows that Coverly doesn't touch.
Existing producer familiarity — no retraining. If your team has 10 years of muscle memory in Applied Epic or EZLynx, the switching cost is real. Coverly is a new surface, and adoption takes time.
Compliance-certified policy servicing. State-filed workflows, E&O documentation, and carrier-specific compliance requirements are baked into legacy portals. Coverly handles the lead-acquisition and quote layer, not policy servicing.

up to 60%+

of leads go cold while a producer logs into carrier portals one by one — the rate shopping delay kills first-mover advantage

≈45 min

per-quote time savings when producers stop re-keying carrier screens and Coverly returns 5+ rates from a single intake form

attribution data points a legacy portal CRM surfaces per embed, partner, or campaign — vs. Coverly's contact_events log for every quote

Your portal logins are costing you closes

Where Coverly wins

Where a legacy portal wins

Stop letting portal logins slow your close rate